macro views

We consider how charity trustees can arrive at a sustainable spending or withdrawals policy for their endowment.

Portfolio manager Phil Shucksmith covers nature and biodiversity, net zero and the energy transition in this quarter’s outlook.

Portfolio manager Paul Markham considers what interest rate hikes and the return of inflation mean for equity markets.

Portfolio manager Suzanne Hutchins discusses the implications of inflation, interest rates and the Chinese economy for investors.

Portfolio manager Paul Brain assesses the main factors driving fixed-income markets and the key areas of opportunity.

Alison El-Araby and Rorie Evans discuss interest-rate rises, inflation and the key areas of opportunity.

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

Learn about what has happened to income and the opportunities in charity portfolios

We examine the conditions that have led to increasingly high levels of inflation.

Hear equity CIO John Porter discuss investment opportunities within the US small and mid-cap sector.

Why deglobalisation and supply shortages are leading to greater government intervention.

Understand the three implications of the changing globalisation pattern for charity investors.

What has happened to income, and what are the challenges and opportunities facing charity investors now?

Using fixed income to help navigate a rising interest-rate environment.

How the Ukraine conflict could change the geopolitical and investment landscape.

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

The implications of Russia's new pariah status

We assess the possible investment implications of Russia’s invasion of Ukraine.

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

Can India emulate China's recent growth?

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

Navigating the new tech cold war: unearthing long-term growth from the US/China tech race.

We unpick the cosy consensus on inflation.

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We discuss the outlook for UK equities.

We discuss the outlook for the precious metal.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

We discuss the key findings from our 2020 Charity Investment Survey